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Thematic (Sector/Industry)

Japan

China

NICHIA STEEL WORKS, LTD. produces and sells steel products including wires, bolts, and iron sheets.  The Company's products are used for industrial machinery, automobiles, and engineering works.

ASAGAMI CORPORATION operates warehousing and handles exported and imported cargoes mainly for sundry goods in the Tokyo metropolitan area.  The Company also manages distribution centers and operates in real estate including resort development.

The Takigami Steel Construction Co., Ltd. builds a variety of bridges and buildings with steel frame.  The Company manufactures steel frame used in energy and industrial plant construction such as thermal power plants.  Takigami also provides steel frame for infrastructure construction.  The Company produces rivets and nails through subsidiary.

NISSIN CORPORATION is a transport company.  The Company provides port-harbor, land, air transport services, and warehousing.  Nissin has operation bases overseas including the United States, China, Europe, and Russia.

MARUFUJI SHEET PILING CO., LTD. sells and leases heavy earth retaining materials for construction use. The Company's products include scaffoldings, road surface steel plates, and H-frames. The Company also provides refurbishing and repairing services for construction materials.

SAPPORO CLINICAL LABORATORY INC. provides clinical pathology and sanitation related tests including gene, biochemical, and electrocardiographic.  The Company also operates pharmacies and provides 24-hour accessible information on one's wellness mainly through internet.  Sapporo Clinical Laboratory develops systems to measure clinical test results and sells them to other medical labs.

KEIHIN CORPORATION (an affiliate of Honda Motor) manufactures parts for automobiles, motorcycles, ships, and machinery. The Company's products include fuel injection systems, carburetors, electronic control units, and Automotive Air Conditioning Systems. Keihin Corporation sells its products in Japan, the US Taiwan, Thailand,and the UK.

SANYO INDUSTRIES, LTD.  manufactures and sells a variety of building materials. These products are sheet metal works used for floorings and roofing, aluminum building materials, rooftop ventilators, and screws.  The Company expands into interiors and also provides real estate service.

NARASAKI SANGYO CO., LTD. is a trading company specializing in construction and industrial equipment, machinery, and materials.  The Company also handles electronic equipment including Computer-Aided Design (CAD) and Computer-Aided Manufacturing (CAM), and Office Automation (OA) equipment.  Narasaki provides fuel as well.

SANKO TECHNO CO., LTD. manufactures and sells industrial use anchors, fasteners, and drilling screws.  The company also manufactures and sells metal plates and heat-resistant ceiling materials.

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Altay Capital

Long time value investor. Long/Short portfolio that’s always net long (between 30-80%). I have extensive experience in the video game industry as I founded a leading media company in the space, which I have since exited after an acquisition. Gaming companies only make up ~15% of my portfolio, but its a sector where I believe I have an edge. A newsletter about value investing! Mostly focus on smaller cap value names that aren't widely covered.

Focus on Smaller Cap Value Names

Focus on Smaller Cap Value Names, Altay Capital

Long time value investor. Long/Short portfolio that’s always net long (between 30-80%).

I have extensive experience in the video game industry as I founded a leading media company in the space, which I have since exited after an acquisition. Gaming companies only make up ~15% of my portfolio, but its a sector where I believe I have an edge. A newsletter about value investing! Mostly focus on smaller cap value names that aren't widely covered.

Altay Capital
Focus on Smaller Cap Value Names
• Altay Capital

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